+8.3%
GTX vs VT
+136.8%
-128.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.7% |
| 7D | -3.7% | -2.3% | -1.4% | -1.5% |
| 30D | -22.2% | -5.0% | -17.2% | -17.9% |
| 3M | -33.7% | -4.9% | -28.9% | -30.1% |
| 6M | -24.9% | -1.5% | -23.4% | -23.3% |
| YTD | +16.6% | +8.5% | +8.1% | +8.6% |
| 1Y | +18.0% | +11.4% | +6.6% | +7.0% |
| 3Y | +181.0% | +70.1% | +110.9% | +67.1% |
| 5Y | +196.6% | +53.7% | +142.9% | +93.9% |
| All | +8.3% | +136.8% | -128.5% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling